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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 362.31-1.8%Nov 4 4:00 PM EST

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To: bull_dozer who wrote (192723)9/18/2023 7:39:55 PM
From: TobagoJack   of 217541
 
Re <<China's Semiconductor Industry 'Decapitated Overnight': What 'Annihilation Looks Like'>>

... between this vector Message 34418443 <<lithography plant ...drive the cost of any nanometer chip to the cost of cabbage>>

... and that thrust Message 33929723 <<3D configurations that achieve the same results – and at considerably lower costs>>

... it is perhaps best that Capitol Hill and Team Blinken double down on China China China Chip Chip Chip Now Now Now, as they are doubling down albeit with acceleratingly progressive-decreasing enthusiasm on the Ukraine Project front.

Should both pointy thingies hit the target, <<Annihilation>> would be best taken advantage of by shorting NVDA, INTL, AMD etc etc etc and ASML, and by off-loading Silicon Valley real estate. A guess.

Tracked down the Chinese language hints. After understanding the details one might object about the wastage of electric power, but if and given electricity is free, who cares. Free energy, if not put to good and then better uses what would it be good for?

tsinghua.edu.cn (circa 2021 02 26 ala two and half years ago)
If report valid, and am not in position to adjudicate one or another way except to note that the ways & means seems clever as if sporting own PhD, that might mean inf.news (once one is pointed the way one can more easily find public-domain hints however obscure, complete w/ CIA troll engagement) ...
Tsinghua University has made great contributions! Turning EUV lithography machines into "factory-like", foreign media: The era of cabbage prices is coming
It can be seen from the information of the Semiconductor Research Institute of Tsinghua University that this time Tsinghua University has broken through theSSMB-EUV light source.For many people, the lithography machine is the size of a container, and the current Dutch ASML lithography machine is indeed It can be done, which is why ASML dares to impose export controls on China, because ASML's photolithography machines can maximize the light source's penetration of chips and avoid the waste of semiconductor materials.
However, theSSMB-EUV light source of Tsinghua University has a power of 10 kilowatts, which is 40 times the 250-watt power of the ASML EUV light source.That is to say, when an ASML lithography machine is working, its light source can only support one Taiwan, however, the SSMB-EUV light source of Tsinghua University can support dozens of lithography machines at the same time. This is like the light source of ASML's lithography machine being a "generator", while the SSMB-EUV light source becomes a "power plant".
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